《大行報告》野村下調瑞聲(02018.HK)目標價至14.7元 評級「中性」
野村發表報告,指瑞聲(02018.HK)第二季業績符合預期,認為疲軟的 Android智能手機需求、競爭加劇和去規範化,將自2022年下半年嚴重影響瑞聲的鏡頭、CCM 和聲學元件的銷售均價和毛利率。該行將瑞聲科技 2022和2023財年的盈利預測分別下調22%和11%,目標價由19.7元下調至14.7元,評級「中性」。
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